Ground Swell Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,394
| Closed | -$600K | – | 155 |
|
|
2024
Q4 | $600K | Sell |
2,394
-6,085
| -72% | -$1.52M | 0.9% | 16 |
|
|
2024
Q3 | $1.98M | Buy |
8,479
+5,316
| +168% | +$1.24M | 1.74% | 3 |
|
|
2024
Q2 | $666K | Buy |
+3,163
| New | +$666K | 0.52% | 17 |
|
|
2024
Q1 | – | Sell |
-2,023
| Closed | -$389K | – | 71 |
|
|
2023
Q4 | $389K | Buy |
+2,023
| New | +$389K | 1.43% | 16 |
|
|
2023
Q3 | – | Sell |
-49,058
| Closed | -$9.52M | – | 76 |
|
|
2023
Q2 | $9.52M | Buy |
+49,058
| New | +$9.52M | 22.92% | 2 |
|
|
2022
Q4 | – | Sell |
-11,080
| Closed | -$1.53M | – | 78 |
|
|
2022
Q3 | $1.53M | Buy |
+11,080
| New | +$1.53M | 4.36% | 2 |
|
|
2022
Q2 | – | Sell |
-124,388
| Closed | -$21.7M | – | 140 |
|
|
2022
Q1 | $21.7M | Buy |
+124,388
| New | +$21.7M | 55.83% | 1 |
|
|
2021
Q4 | – | Sell |
-19,472
| Closed | -$2.76M | – | 69 |
|
|
2021
Q3 | $2.76M | Buy |
19,472
+12,378
| +174% | +$1.75M | 11.87% | 2 |
|
|
2021
Q2 | $972K | Buy |
7,094
+5,413
| +322% | +$742K | 4.62% | 2 |
|
|
2021
Q1 | $205K | Sell |
1,681
-6,365
| -79% | -$776K | 0.66% | 65 |
|
|
2020
Q4 | $1.07M | Buy |
+8,046
| New | +$1.07M | 4.09% | 3 |
|
|
2014
Q3 | $2.21M | Buy |
+87,600
| New | +$2.21M | 4.17% | 1 |
|